As a Group Schemes Specialist, you will play a pivotal role in our brokerage firm, focusing on managing and expanding our Group Schemes portfolio. This position requires a seasoned professional with a strong background in financial services. Your primary responsibility will be to cultivate relationships with corporate clients, providing them with administrative support.
Responsibilities:
* Develop and nurture strong relationships with corporate clients, understanding their unique requirements and offering tailored financial solutions.
* Act as the primary point of contact for clients, addressing their inquiries, concerns, and providing ongoing support.
* Proactively identify opportunities within the Group Schemes portfolio to sell business on an individual basis.
* Collaborate with the sales team to develop strategies for acquiring new corporate clients and securing their business.
* Oversee the implementation and administration of group schemes, ensuring compliance with regulatory requirements and company policies.
* Monitor the performance of group schemes, conducting regular reviews and recommending adjustments as needed to optimize outcomes.
Requirements:
* 3+ years’ experience in a similar role
* QFA qualified
* In-depth knowledge of life cover, pensions, and investment products, along with a strong understanding of regulatory requirements.
* Exceptional interpersonal and communication skills, with the ability to build rapport and trust with clients.
* Proficiency in relevant software and tools for policy administration and client management.
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